Simplify Portfolio Management and Reporting with Morningstar Direct

Proper portfolio construction is not just a task - it's a strategic endeavor that can significantly impact your clients' success.
However, the daily operations of building, analyzing, stress testing, and refining portfolios often consist of disparate systems and data sources pieced together.

Morningstar Direct Lens unifies Morningstar’s powerful portfolio capabilities, allowing you to spend less time searching for the right tools and more time analyzing the data that matters most.

During our discussion, we’ll explain:
• How Direct Lens enhances the portfolio construction process
• How to import, view, analyze, and compare your current portfolio
• How to drill down into portfolio exposure, risk, and holdings data
• How to run formatted reporting powered by Morningstar Direct’s Presentation Studio

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports.

Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to:
• Build custom collateral for internal and external distribution
• Automate reports for recurring analyses
• Generate side-by-side comparisons
• Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Data can be both a blessing and a curse. It can expose opportunities but only with the right tools and processes in place.

Learn how to use Morningstar Direct’s Performance Reporting module to build custom reports at scale. Our expert speakers will share tips to help you improve your processes and expedite your reporting and due diligence efforts.

In this discussion, you’ll learn:
- What the Performance Reporting tool is
- How power users are leveraging its advanced reporting capabilities
- How to build, format, and automate a report for comprehensive-yet-clear reporting

Webinar Speakers:
- Ben Johnson, Head of Client Solutions, Asset Management, Morningstar, Inc.
- Brandon Krisko, VP, Direct Sales Specialist, Morningstar, Inc.
- Peter Kalembasa, Senior Customer Success Manager, Morningstar, Inc.